Dynamic Advisor Solutions’s Lloyds Banking Group LYG Stock Holding History

Dynamic Advisor Solutions’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.1K	Buy	14,256 +3,835	+37%	+$20.8K	﹤0.01%	1033
2026 Q1	$52.4K	Sell	10,421 -312	-3%	-$1.71K	﹤0.01%	954
2025 Q4	$56.9K	Buy	+10,733	New	+$52K	﹤0.01%	925
2025 Q2	–	Sell	-11,563	Closed	-$44.2K	–	917
2025 Q1	$44.2K	Buy	11,563 +527	+5%	+$1.74K	﹤0.01%	839
2024 Q4	$30K	Sell	11,036 -86,222	-89%	-$246K	﹤0.01%	647
2024 Q3	$303K	Buy	97,258 +4,337	+5%	+$13K	0.01%	746
2024 Q2	$254K	Buy	92,921 +25,280	+37%	+$67.8K	0.01%	817
2024 Q1	$175K	Buy	67,641 +241	+0.4%	+$553	0.01%	877
2023 Q4	$160K	Buy	67,400 +1,650	+3%	+$3.53K	0.01%	851
2023 Q3	$140K	Buy	+65,750	New	+$143K	0.01%	796
2022 Q3	–	Sell	-12,997	Closed	-$27K	–	725
2022 Q2	$27K	Buy	+12,997	New	+$28.7K	﹤0.01%	692

Other funds holding LYG

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return